Rice Partnership’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-858	Closed	-$19.8K	–	178
2024 Q3	$19.8K	Buy	+858	New	+$19.8K	﹤0.01%	151
2024 Q2	–	Sell	-324	Closed	-$7.21K	–	165
2024 Q1	$7.21K	Buy	+324	New	+$7.21K	﹤0.01%	140